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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 10.150 | 10.160 | 0.010 |
Bonds | 98.430 | 104.670 | 6.240 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.220 | 0.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.973 | 17.253 |
Price to Book | 3.748 | 2.957 |
Price to Sales | 2.333 | 1.871 |
Price to Cash Flow | 14.212 | 9.777 |
Dividend Yield | 1.351 | 2.605 |
5 Years Earnings Growth | 9.899 | 8.951 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.180 | 20.134 |
Healthcare | 14.670 | 11.665 |
Financial Services | 11.250 | 15.461 |
Consumer Cyclical | 10.490 | 9.821 |
Industrials | 8.560 | 9.814 |
Communication Services | 6.400 | 7.526 |
Consumer Defensive | 4.150 | 6.669 |
Utilities | 3.950 | 3.286 |
Energy | 3.130 | 4.122 |
Real Estate | 2.180 | 8.301 |
Basic Materials | 2.040 | 3.199 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Voya Limited Maturity Bond Port I | - | 35.95 | - | - | |
Voya Intermediate Bond I | - | 32.04 | - | - | |
Voya Inflation Protected Bond Plus I | - | 7.97 | - | - | |
VY® BrandywineGLOBAL-Bond Port | - | 7.01 | - | - | |
Voya US Stock Index Port I | - | 5.02 | - | - | |
VY® T. Rowe Price Capital Apprec I | - | 5.01 | - | - | |
Voya High Yield Port I | - | 4.98 | - | - | |
Voya MidCap Opportunities I | - | 1.01 | - | - | |
Voya Multi-Manager Mid Cap Value I | - | 1.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.83B | 0.60 | 13.71 | 12.15 | ||
MI Education Savings Program US Equ | 862.8M | 0.60 | 13.67 | 12.11 | ||
WI Edvest 529 Plan Large Cap Stock | 830.84M | 1.05 | 14.29 | 12.73 | ||
WI Edvest 529 Plan Based Aggressive | 666.13M | 4.65 | 10.00 | 8.36 | ||
OR Oregon College Savings Plan US E | 530.64M | 0.47 | 13.52 | - |
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